TheCFO.com and ExpertPlan.com Form Alliance

It was announced Monday that TheCFO.com and ExpertPlan.com have formed an alliance to offer 401(K) and 403(B) services to providers and administrators.

TheCFO.com is a consulting practice run by Jim Scott that provides financial-related services to a variety of start-up and young technology companies and clients, while ExpertPlan, run by Winthrop Cody, is an Internet-based provider of retirement plan offerings.

The gist of the new arrangement is to provide retirment plan services with complete recordkeeping in the virtual environment. By keeping administrative costs low, both companies hope to attract clients who would normally not be able to offer a retirement plan to thier employees.

You may like these other stories...

Event Date: August 28, 2014, 2 pm ET Excel spreadsheets are often akin to the American Wild West, where users can input anything they want into any worksheet cell. Excel's Data Validation feature allows you to...
When you’re running an accounting office, it's easy to become inundated with paper, forms, and email attachments, especially when tax season rolls around. To prevent your office from becoming completely overwhelmed...
It's not a reality—yet—but accounting software is poised to eliminate accountants. We are at a tipping point for many similar professions: online education replacing professors, legal software replacing...

Upcoming CPE Webinars

Aug 5
This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.
Aug 20
In this session we'll review best practices for how to generate interest in your firm’s services.
Aug 21
Meet budgets and client expectations using project management skills geared toward the unique challenges faced by CPAs. Kristen Rampe will share how knowing the keys to structuring and executing a successful project can make the difference between success and repeated failures.
Aug 28
Excel spreadsheets are often akin to the American Wild West, where users can input anything they want into any worksheet cell. Excel's Data Validation feature allows you to restrict user inputs to selected choices, but there are many nuances to the feature that often trip users up.